About Meridian

Built by operators, for operators

Meridian Contracting Group is a back-office and agency-services firm in Austin, TX. We do exactly one thing: run the unglamorous machinery — reconciliation, contracting, licensing, CRM, and compliance — that decides whether an insurance agency scales or stalls.

Meet the founder

Marcus Ellery

FOUNDER & MANAGING DIRECTOR · AUSTIN, TX

  • Experience11+ years in IMO and agency operations
  • ReconciliationCommission reconciliation across 30+ carriers
  • ContractingBuilt contracting ops for 500+ producers
  • StandardsConfidential, audit-ready back-office by design

I spent eleven years running operations inside a fast-growing IMO, and I watched the same thing sink good agencies again and again: the selling worked, but the machinery behind it didn't. Commissions went uncollected, new agents waited weeks to get contracted, and the owner became the bottleneck for everything. I started Meridian to be the back-office those agencies never had the time to build.

We do exactly one thing — run the unglamorous operations that decide whether an agency scales or stalls. Commission reconciliation down to the policy, contracting and licensing as a dedicated function, a CRM that's actually configured and maintained, and the compliance records that keep every producer writing. Your leaders get their time back; your producers stay selling.

If you're spending your nights in commission spreadsheets or personally contracting every new hire, that's the work I'd take off your plate. Let's map your operation and show you exactly where the dollars and the hours are leaking.

Book a back-office walkthrough

Why the back-office matters

The agency machinery, by the numbers

2–5%
of commissions typically go uncollected on an unreconciled book
30+
carrier statement formats a growing agency reconciles each month
3 wks → days
typical contracting time once ops are a dedicated function
1
system of record across comp, contracting, and CRM

The honest comparison

DIY back-office vs Meridian services

Running it yourself works until you scale. Then the admin becomes the ceiling.

What mattersDIY / in-houseMeridian back-office
Commission reconciliationSpreadsheets, best effortLine-by-line to every policy
Contracting speedOwner does it between salesDedicated ops, days not weeks
Licensing & E&OManual, easy to missTracked and alerted
CRM data qualityDrifts and rotsConfigured and maintained
Leadership timeBuried in adminFreed to recruit and sell

Next step

Stop being your agency's bottleneck.

Hand off reconciliation, contracting, licensing, CRM, and compliance to a team that does only this — and get back to recruiting and selling. Book a walkthrough at no cost.